Current use case on Ramp: Our team uses QuickBooks for creating estimates, purchase orders, and bills. We rely on Ramp for bill payments and vendor management. In QuickBooks, we need the vendor email to be the email used for receiving orders, but in Ramp, we want the email to be the one used for Accounts Receivable. Currently, the vendor email field is synced between Ramp and QuickBooks, so we can’t maintain different emails for the same vendor in each system.
Problem solved or workflow improved by requested feature: If Ramp allowed us to exclude the email field from syncing, or to set a different email for Ramp communications, we could streamline our workflow. This would ensure that purchase orders and estimates go to the correct contact. It would reduce manual intervention and prevent errors caused by mismatched emails.
Possible solution: Add an option in Ramp to exclude specific fields (like email) from syncing with QuickBooks, or allow a secondary email field for Ramp-only communications. This would let us keep the orders email in QuickBooks and the AR email in Ramp, improving flexibility and accuracy.